1. FINANCIAL
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PROGRESS METER 1%
Tom, here we go...
(Start it now, but no need to rush. Come back at any time.)
RETIREMENT
CHECKLIST
a. Current Savings
b. Calculate Savings
c. Surplus Summary
d. Plan of Attack!
i. Life Insurance
ii. Estate Trust
iii. Reverse Mortgage
iv. Long Term Care
2. HEALTH
a. Medicare
b. Mobility
c. Prescriptions
d. Diet
e. Exercise
e. Real Esate
d. Continuing Ed
c. Spirituality
b. Volunteerism
a. Travel Planning
3. LIFESTYLE
4. TRANSITION
a. Social Security Forms
b. Medicare Forms
c. DMV Forms
d. Helpful Checklists
e. Family Input
POWERED BY:
NAME:
GENDER:
POSTAL/ZIP CODE:
​
EXPECTED DATE OF
RETIREMENT:
YOUR PERSONAL
EMAIL ADDRESS:
Great to see you're ready to begin your retirement checklist. While this is a FREE benefit from your employer, it does not get back to your employer. Your checklist is safe with us.
We just need a few pieces of information to get started:
JUNE
10
2019
98103
MALE
FEMALE
THOMAS
SMITH
tsmith55@gmail.com
FIRST NAME
LAST NAME
5-DIGIT
MONTH
DAY
YEAR